Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,721 | $45,343-30.0% | $150,298-78.9% | $67,986-53.3% |
| Participation rate | 41.8% | 51.9%-10.1pp | 77.8%-36.0pp | 57.2%-15.4pp |
| Annual return | 8.87% | 33.28%-24.4pp | 62.79%-53.9pp | 31.67%-22.8pp |
| Employer contribution / active EE | $758 | $1,462-48.1% | $4,154-81.8% | $2,019-62.4% |
| Participant deferral / active EE | $883 | $2,055-57.0% | $5,453-83.8% | $3,358-73.7% |
| Admin fee / account holder | $9,798 | $2,250+335.5% | $14,116-30.6% | $3,203+205.9% |